NEW YORK, May 27, 2020 /PRNewswire/ -- Informa
Financial Intelligence's Zephyr, a subsidiary of Informa plc (LSE:
INF) and worldwide industry leader in providing data, research and
insights to financial institutions, today announced their solutions
are now listed on the Schwab Advisor Services™ website.
The Provider Listings page is an online resource where more than
7,500 advisors who custody with Schwab Advisor Services can find
information on more than 170 technology products. The inclusion of
Zephyr solutions in an advisor's tech stack arms them with the
ability to allocate assets and build portfolios using multiple
models, identify investments with powerful sorting, filtering and
statistical tools and create custom client reports and
presentations.
"We are thrilled by the opportunities provided by Zephyr's
addition to the Schwab Advisor Services website," said Chris Volpe, Managing Director of Wealth
Solutions at Informa Financial Intelligence. "Zephyr has a track
record of helping advisors take action and make decisions with
conviction, and we now have the ability to more easily connect and
offer advisors that custody with Schwab the solutions to meet
client objectives."
For additional information and access to Zephyr solutions
available on the platform, please visit:
https://advisorservices.schwab.com/provider-solutions?product=Informa.
About Informa Financial Intelligence's
Zephyr
Financial Intelligence, part of the Informa
Intelligence Division of Informa plc, is a leading provider of
products and services helping financial institutions around the
world cut through the noise and take decisive action. Informa
Financial Intelligence's solutions provide unparalleled insight
into market opportunity, competitive performance and customer
segment behavioral patterns and performance through specialized
industry research, intelligence, and insight. IFI's Zephyr
portfolio supports asset allocation, investment analysis, portfolio
construction, and client communications that combine to help
advisors and asset managers retain and grow client relationships.
For more information about IFI,
visit https://financialintelligence.informa.com.
MEDIA CONTACT:
Zach Allegretti, JConnelly
973-850-7341
zallegrettiII@jconnelly.com
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SOURCE Informa Financial Intelligence